Essex Savings Bank’s State Street SPDR S&P Regional Banking ETF KRE Stock Holding History

Essex Savings Bank’s Portfolio KRE Stock Details KRE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-410	Closed	-$22K	–	426
2019 Q2	$22K	Hold	410	–	–	0.01%	565
2019 Q1	$21K	Hold	410	–	–	0.01%	417
2018 Q4	$19K	Buy	+410	New	+$21.9K	0.01%	424

Other funds holding KRE

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Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

Essex Savings Bank's KRE Position: Q3 2019 in Review

Essex Savings Bank sold out of State Street SPDR S&P Regional Banking ETF (KRE) in Q3 2019, closing a stake of 410 shares — an estimated $22K sold.

Essex Savings Bank first reported a position in KRE in Q4 2018 and held it in 3 quarters. The position peaked at $22K in Q2 2019. 328 funds tracked by Wall St. Rank hold KRE as of Q3 2019.

Essex Savings Bank reported no remaining State Street SPDR S&P Regional Banking ETF position as of Q3 2019 after selling out during the quarter.
Essex Savings Bank sold 410 State Street SPDR S&P Regional Banking ETF shares in Q3 2019, an estimated $22K.
Essex Savings Bank first reported a position in State Street SPDR S&P Regional Banking ETF in Q4 2018 and held it in 3 quarters.
Essex Savings Bank's State Street SPDR S&P Regional Banking ETF position peaked at $22K in Q2 2019.
328 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q3 2019.

Based on Essex Savings Bank's 13F filing for Q3 2019, filed 30 Oct 2019.